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Home > Institutional Investor > Kelly Financial Services Llc > Profile

Instuitional Investor - Kelly Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Kelly Financial Services Llc
Portfolio Value $398,985,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust
 543,668 $33,060,469 8.29%
2.
Ishares Trust
 IEF 41,298 $28,286,845 7.09%
3.
Ishares Trust
 IEF 128,896 $27,334,934 6.85%
4.
Ishares Inc - CORE MSCI EMKT
 353,452 $23,759,037 5.95%
5.
Ishares Trust
 IEF 182,870 $22,540,523 5.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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